Labor

The Labor tab, available only if a valid work order ID is selected in the grid, enables you to specify the boundaries of the work performed for a linear asset work order. You can record the marker/segment/offset ranges for work performed each day. This allows you to track your data in a more real-time environment.

Tip: If you are performing an update that requires a calendar to calculate hours but the calendar has not been generated for that time period, a warning message appears. You will be allowed to process the update, but the hours will not be calculated properly because the calendar has not been generated. If you receive this warning message, ask your system administrator to generate the calendar.
Tip: To limit the display of information in the grid and maximize performance, use the filter. The list of searchable fields on the filter is extensive; use the scroll bar to view them all. You can sort on work order information, from/to open date, equipment ID, repair reason, segment ID, to/from marker ID, and to/from offset, among other values. If you specify a range, any record that crosses any part of that range will be displayed. You can also use the sort button to arrange the order in which work order IDs are listed. If you do not specify a sort sequence, IDs are listed in descending order by the Date and time in service field (specified on the Basic Info tab).
Note: To view the repair reason, work class, and warranty values for each posting row when you perform a Get Data on this screen, use the Tasks tab. Repair reason, work class, and warranty will only display on this tab when you are entering data.

General Labor Tab Information

If you close a linear work order with a work accomplished code denoting deferred maintenance, a service request with the appropriate offset information is created.
To streamline data entry, you can copy work orders using the Copy button. For a list of the data items that are copied and not copied, see Work order data items copied. Remember that behind-the-scenes functionality specified on the Linear Work Order screen also applies to linear work order actions performed through the Shop Activity Portals in Web Modules.
The Linear Work Order screen supports location level access control, so you must belong to a user group with the applicable authorization to make changes or updates. In addition, the option specified in the Require match between work order location and equipment access rights location field on the Options tab of the Data -> Shop Activity -> Setup -> Options screen indicates whether users can open work orders on this screen.
You can use the % wildcard character to filter the results of choice lists on this screen.

Detail View Header

The fields in the top section of this tab are display only from the Basic Info tab.

Work order ID

Identifier of the work order currently selected in the grid.

Equipment ID

Identifier of the linear asset.

Job status

Job status of the work order. The statuses are as follows:

OPEN: The work on the work order has not yet been completed.
WORK FINISHED: Shop personnel have completed the work and placed a check in the Date and time finished field on the Basic Info tab.
CLOSED: The work order is no longer open.
PENDING: Shop personnel are waiting for the linear asset to arrive at the shop.

Current work delay

Identifier of the reason for the current work delay, if any, on the work order. The work delay description displays to the right of the ID. Display only from the Work delay ID field on the Delays tab.

Detail View

Data in the fields on the bottom section of this tab define information about the labor associated with the work order. Unless otherwise indicated, these fields are required.

Standard job ID

Identifier of the standard job. The first part of this field has a list box of standard job IDs that were assigned to the linear asset’s equipment class for resources using the Data -> Shop Activity -> Setup -> Standard Jobs screen. Linear assets are assigned to equipment classes for resources on the Classes tab of the Data -> Equipment Units -> Linear Assets -> Primary Information screen. The task IDs included in a standard job are specified on the Basic Info tab of the Data -> Shop Activity -> Setup -> Standard Jobs screen.

If you specify information in this field and place a check in the Apply standard job template field, the list of tasks associated with the standard job ID is added to the screen group. This field is optional.

Apply standard job template

If you place a check in this field and there is an ID in the Standard job ID field, the screen group displays information about the standard job’s tasks. In addition, the Parts tab displays information about the parts required for standard jobs.

New transactions Screen Group Data Table

The New transactions screen group enables you to enter new postings. When you stop labor capture on the Data -> Shop Activity -> Employee Labor Capture screen, a row of information regarding the task performed during the labor is added to this tab.

Up to 200 rows of information display in this screen group. To view more than 200 rows, use the Queries/Reports -> Query/Report Generator screen to create and run a report that includes the information. You can also use Web Modules Reporting or any other reporting tool sold separately (such as Microsoft Access) that can attach to the database. Refer to the related documentation for these products.

Task ID

Identifier of the task that describes the labor. This field has a list box of IDs that have a check in the Active field on the Basic Info tab of the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen, which indicates you can post charges to the task. You cannot post indirect tasks to a work order. When you enter an ID in this field, the current system date automatically displays in the Date field, but you can change it to an earlier date.

If an account ID is entered for the line, the task IDs that display are only those associated with the account. If there are no associated task IDs listed for the account, all active tasks that support that account will display. This does not include accounts that have the Enforce task restrictions for this account option enabled on the Tasks tab of the Accounts Primary Information screen.

If you specify information in the Standard job ID field and place a check in the Apply standard job template field, this field displays task IDs associated with the standard job ID. The task IDs included in a standard job are specified on the Basic Info tab of the Data -> Shop Activity -> Setup -> Standard Jobs screen. Only those tasks that do not have a check in the Parts only field on that tab are added.
The first time you post labor charges to a task ID not already listed on the work order, the work order's values automatically display in the Work class and Repair reason ID fields. To change these values, use the Tasks tab.
If the Parts tab specifies a part (or parts) for a task and there is a check in the Require labor for tasks when parts charged field for the location on the Work Orders - Options tab on the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen, you must specify a labor charge for the task on this tab before you can close the work order.
Task IDs are defined on the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.

Work accomplished code

Code associated with the task ID for the work accomplished. It provides more detail about the work performed in relation to the task. Optional.

If you manually enter a parts issue or request, this field auto-populates with the code (if specified) in the Default work accomplished code for part issues field on the Issues tab of the Data -> Parts Items -> Setup -> Options screen. You may change it.

When employees place a check in the Stop current entry field on the Labor Capture tab of the Data -> Shop Activity -> Employee Labor Capture screen, the work accomplished code on that tab displays in this field. If there is a code in the Work accomplished code field on the Tasks tab, it displays in this field. To change it, you must use the Tasks tab. If there is no code specified, you can specify it in this field when you post labor charges to the task. It displays automatically on the Tasks tab. See Work accomplished codes - processing.

Work accomplished codes and their descriptions are defined on the Data -> Shop Activity -> Setup -> Work Accomplished Codes screen.

Date

Date the labor was performed. When you type information in the Task ID field, the current system date displays, but you can change it to an earlier date.

Employee ID

Identifier of the employee performing the work. This field has a list box of all employees who support the work order location and who charge time. The locations that an employee supports are defined on the Assignment Info tab on the Data -> Shop Activity -> Setup -> Employees -> Primary Information screen.

Reversal

If this field has a check, the labor hours are reversed from the work order.

In Update mode, this field displays a Y (yes) or N (no) in rows that contain a task ID.
In Display mode, an X indicates labor hours that have been reversed from the work order.

Note: If the total hours posted are reversed to zero, the cost is reversed. If the total hours posted are greater than zero, the flat rate labor charge is (re)posted. The flat rate labor charge is specified on the Basic Info tab of the Data -> Equipment Units -> Setup -> Equipment Class -> Class/Task Information screen.

Labor hours

Number of hours of labor that the employee spent on this task, to the nearest hundredth of an hour. Must be a positive number. You can enter as many labor charges as you like for the same work order, task ID, and employee ID.

Time code ID

Identifier of the time code for direct labor. The default is the time code ID specified on the Rates tab of the Data -> Shop Activity -> Setup -> Employees -> Primary Information screen. This field has a list box. Only time codes with a check in the Use on labor transactions field on the Data -> Shop Activity -> Setup -> Time Codes screen may be used. Optional.

Classification

Employee's time classification. This field is optional.

Account ID

Identifier of the account assigned to the work order. This field has a list box. Required if there is a check in the Require entry of account ID on work orders and tasks field on the Data -> Shop Activity -> Setup -> Repair Reasons -> Primary Information screen, which takes precedence over the setting in the Account ID field on the Edit Criteria - General tab of the Data -> Setup -> Options screen.

If you enter a repair reason that requires an account ID, this field clears and the account ID must be entered manually. For labor, part, and commercial postings, the ID defaults from the task. If a task ID is entered for the line, the account IDs that display are only those associated with the task. If there is no associated account ID listed for the task, all active accounts that support that task will display. If the repair reason is M (Capital), the ID must be entered manually.
The account ID must have a status of ACTIVE at the time you assign it.
Account IDs and account status are defined on the Basic Info tab of the Data -> Setup -> Organization Structure -> Accounts -> Primary Information screen.
In the following two fields, if the task ID matches a task already listed on the work order, the value defined for the task appears. Otherwise, the value defined for the work order appears. These fields are display only.

To change a value, use one of the following tabs:

To change the value for the task, use the Tasks tab.
To change the value for the work order, use the Basic Info tab.

Financial project code

The Financial project code choicelist allows the user to select from active Financial Project Codes or Usage Tickets.

Work class

Code that specifies a work class for the task. Work classes are defined on the Data -> Shop Activity -> Setup -> Work Classes screen.

Repair reason ID

Identifier of the repair reason for the task. Repair reason IDs are defined on the Data -> Shop Activity -> Setup -> Repair Reasons screen.

Comments

Text field for comments regarding the work order. Maximum field length is 60 characters. This field is optional.

Position ID

Identifier of the part's position. This field has a list box. Required if you are posting labor, parts, or commercial entries to a work order for an equipment unit whose class for resources requires that a position ID be entered. Otherwise, optional.

Note: When checking for comebacks while closing a work order in which a task requires positional information, only postings that match both the position and the full task ID are considered a comeback.

Position IDs are defined on the Data -> Equipment Units -> Setup -> Positions screen. The position ID requirement for an equipment class is specified on the Basic Info tab of the Data -> Equipment Units -> Setup -> Equipment Class -> Class/Task Information screen. Whether potential comebacks are checked for based solely on exact task ID is specified on the Options tab of the Data -> Shop Activity -> Setup -> Options screen.

Service request ID

Identifier of the service request. This field has a list box. This field is optional.

No parts needed

If this field has a check, no parts were needed to complete the task on the work order.

Note: The Require confirmation of task with no parts on work order field on the Work Orders - More Info tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen determines whether confirmation is required to close or finish a work order without posting parts to the task.

Shift ID

The shift during which the labor was performed. Defaults to the employee's shift ID, but you can change it. This field has a list box. This field is optional. Shifts and shift IDs are defined on the Data -> Shop Activity -> Setup -> Shifts screen.

From marker ID

Identifier of the designated from marker for the inspection point. This field has a list box. This field is required. Marker IDs are defined on the Data -> Equipment Units -> Linear Assets -> Setup -> Markers screen.

From segment ID

Identifier of the designated from segment for the inspection point. This field has a list box. Segment IDs are defined on the Data -> Equipment Units -> Linear Assets -> Setup -> Segments screen.

From offset

Designated offset from the From marker ID. You may specify an offset range in either direction. It does not need to follow the same direction as the asset definition. You might use this notation to specify that the work was performed in a reverse direction. This field has a list box. Offsets are defined on the Data -> Equipment Units -> Linear Assets -> Setup -> Markers screen.

To marker ID

Identifier of the designated to marker for the inspection point. This field has a list box. This field is required. Marker IDs are defined on the Data -> Equipment Units -> Linear Assets -> Setup -> Markers screen.

To segment ID

Identifier of the designated to segment for the inspection point. This field has a list box. Segment IDs are defined on the Data -> Equipment Units -> Linear Assets -> Setup -> Segments screen.

To offset

Designated offset from the To marker ID. You may specify an offset range in either direction. It does not need to follow the same direction as the asset definition. You might use this notation to specify that the work was performed in a reverse direction. This field has a list box. Offsets are defined on the Data -> Equipment Units -> Linear Assets -> Setup -> Markers screen.

Start date and time

Date and time (in MMDDYYYY HHMM format) that the employee began work. Enables technicians to use an alternative method to enter hours. Optional, but must be earlier than the end date and time if entered.

End date and time

Date and time (in MMDDYYYY HHMM format) that the employee stopped work. Enables technicians to use an alternative method to enter hours. This field is optional.

Posted transactions Field Information

The Posted transactions screen group displays all the transactions associated with the specified linear work order. All fields are display only.

Hours/cost posted

Total hours and cost of the labor for the transactions in the screen group. This field is display only.

Displaying __ of __ rows

Counter indicating the number of transaction lines currently displayed out of the total number of transaction records available.

The number of rows that display on an initial Get Data is specified in the Number of work order posting rows to display initially field on the Special Rights tab of the System Mgmt -> Setup -> Access Rights -> User Groups screen. If you belong to more than one user group, the system displays the highest number of rows allowed.

When you click the Show more button, the number of rows displayed increases by the user group parameter specified on the Special Rights tab of the System Mgmt -> Setup -> Access Rights -> User Groups screen. If the parameter is zero, the number of rows displayed increases by 20.

Show all

When you click the Show all button, all the transaction records are retrieved. Unless otherwise specified, the records display in descending date order.

Sort by:

Date desc

If this field has a check, the records are sorted in descending order by labor date. If this field is blank, records are listed in numerical order by row ID.

Task asc

If this field has a check, the records are sorted in ascending task ID order. If this field is blank, records are listed in numerical order by row ID.

Employee asc

If this field has a check, the records are sorted in ascending order by Employee. If this field is blank, records are listed in numerical order by row ID.

Posted transactions Screen Group Data Table

Task ID

Identifier of the task that describes the labor.

Work accomplished code

Code associated with the task ID for the work accomplished. It provides more detail about the work performed in relation to the task.

Date

Date the labor was performed.

Employee ID

Identifier of the employee performing the work.

Reversal

If this field has a check, the labor hours were reversed from the work order.

Labor hours

Number of hours of labor the employee spent on this task, to the nearest hundredth of an hour.

Time code ID

Identifier of the time code for direct labor.

Classification

Employee's time classification. This field is optional.

Account ID

Identifier of the account assigned to the work order on the Basic Info tab.

Work class

The work class for the task.

Repair reason ID

Identifier of the repair reason for the task.

Comments

Comments regarding the work order.

Position ID

Identifier of the part's position.

Service request ID

Identifier of the service request.

Shift ID

The shift during which the labor was performed.

Start date and time

Date (in MMDDYYYY format) that labor began as recorded on the Data -> Shop Activity -> Employee Labor Capture screen. Labor posted on the Data -> Shop Activity -> Time Cards screen does not display in this field.

End date and time

Date (in MMDDYYYY format) that labor ended as recorded on the Data -> Shop Activity -> Employee Labor Capture screen. Labor posted on the Data -> Shop Activity -> Time Cards screen does not display in this field.

From marker ID

Identifier of the designated from marker for the inspection point.

From segment ID

Identifier of the designated from segment for the inspection point.

From offset

Designated offset from the From marker ID.

To marker ID

Identifier of the designated to marker for the inspection point.

To segment ID

Identifier of the designated to segment for the inspection point.